Apella Capital’s iShares Silver Trust SLV Stock Holding History

Apella Capital’s Portfolio SLV Stock Details SLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$539K	Sell	10,016 -360	-3%	-$20.4K	0.01%	494
2026 Q2	$565K	Buy	10,376 +25	+0.2%	+$1.66K	0.01%	454
2026 Q1	$762K	Buy	10,351 +1,238	+14%	+$94.1K	0.01%	400
2025 Q4	$587K	Buy	9,113 +410	+5%	+$20.5K	0.01%	335
2025 Q3	$428K	Hold	8,703	–	–	0.01%	349
2025 Q2	$291K	Buy	+8,703	New	+$266K	0.01%	355

Other funds holding SLV

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Apella Capital's SLV Position: Q3 2026 in Review

Apella Capital reduced its iShares Silver Trust (SLV) stake by 3.5% in Q3 2026, selling an estimated $20.4K and leaving 10,016 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #494.

Apella Capital first reported a position in SLV in Q2 2025 and has held it in 6 quarters since. The position peaked at $762K in Q1 2026. 440 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Apella Capital held 10,016 shares of iShares Silver Trust worth $539K as of Q3 2026.
Apella Capital sold 360 iShares Silver Trust shares in Q3 2026, an estimated $20.4K.
iShares Silver Trust made up 0.01% of Apella Capital's portfolio in Q3 2026, its #494 holding.
Apella Capital first reported a position in iShares Silver Trust in Q2 2025 and has held it in 6 quarters since.
Apella Capital's iShares Silver Trust position peaked at $762K in Q1 2026.
440 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.